13F HOLDINGS REPORT
Mayar Capital Ltd.
Quarter ended Q2 2023 · Filed April 25, 2023 · Accession 0001858699-23-000002
Total Value
$119.5M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 165,599 | $17.2M | 14.41% |
| 2 | UNITED PARCEL SERVICE INC | UPS | 82,794 | $16.1M | 13.43% |
| 3 | ELECTRONIC ARTS INC | EA | 121,364 | $14.6M | 12.23% |
| 4 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 164,903 | $12.7M | 10.62% |
| 5 | VISA INC | V | 54,776 | $12.3M | 10.33% |
| 6 | PAYPAL HLDGS INC | PYPL | 154,026 | $11.7M | 9.78% |
| 7 | DROPBOX INC | DBX | 463,860 | $10.0M | 8.39% |
| 8 | 3M CO | MMM | 76,164 | $8.0M | 6.70% |
| 9 | MASTERCARD INCORPORATED | MA | 15,064 | $5.5M | 4.58% |
| 10 | JOHNSON & JOHNSON | JNJ | 35,199 | $5.5M | 4.56% |
| 11 | LABORATORY CORP AMER HLDGS | 50540R409 | 23,146 | $5.3M | 4.44% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,038 | $629,273 | 0.53% |